StrongHaven Capital (SHC) provides financial planning, family office services, and investment management. Family office services include aligning family values, establishing investment policies, developing a family bank or trust, and coaching younger generations. Financial planning covers estate, retirement, business, and insurance needs. SHC manages investments by allocating client assets among independent investment managers, tailoring services to individual needs and risk tolerance.
Assets Under Management$18M
Clients34
Advisors1
Avg. per Client$530K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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